Zvika Nmn Feldman

Employer firm

1818 Private Client Group, LLC CRD 304110

$115M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2007 → 03/2021
  Leumi Investment Services
  Aventura, FL
• 02/2007 → 03/2021
  Bank Leumi Usa A.k.a Leumi Investment Services
  Aventura, FL
• 09/2021 → Present
  1818 Private Client Group, Llc
  Aventura, FL
• 09/2021 → Present
  1818 Private Client Group, Llc
  Aventura, FL
• 03/2021 → 09/2021
  Unemployed
  Aventura, FL

Previous Registrations

• 2007-07-18 → 2021-04-13
  Valley Financial Management, Inc.
  Aventura, FL

Other Businesses

1. Rental Property: LZ INVESTMENT CAPITAL LLC / Investment related: No / Address: 1953 NW 72nd Way, Hollywood, FL 33024 / Description of the Business: a company which owns several rental properties and receives passive rental income/ Duties: Collect rental income from tenants / Position tittle: Manager (50% owner)/ Start date with the business: 05/02/2013/ Hours per month devoted to business during trading hours: 0 / Hours devoted to business outside trading hours 2 ; Percentage of total yearly compensation expected to be derived from the business: 1%. 2. Business Developer: ARI FINANCIAL GROUP / Investment Related: Yes / Address: 2980 NE 207th St #808, Aventura, FL 33180/ Description of the Business: Insurance Agency / Duties: Introducing clients to Ari Financial Group / Position title: Business Developer/ Start date with business: 01/02/2021 /Hours per month devoted to business during trading hours: 5 / Hours devoted to business outside trading hours: 15; Percentage of total yearly compensation expected to be derived from the business: 15 %. 3. Real Estate Venture: DEF 33 SE 4 LLC / Investment related: No / Address: 33 SE 4th St, Boca Raton FL 33432 / Description of the Business: Real estate land venture in Boca Raton, FL which will be dissolved in July 2023 / Duties: private loan Mr. Zvika Feldman gave two years ago backed by a real-estate property / Position Title: Member / Start date with business: 01/27/2022; Hours per month devoted to business during trading hours: 0 /Hours per month devoted to business outside trading hours: 0/ Percentage of total yearly compensation expected to be derived from the business: 0%.

Exams

• S66 Uniform Combined State Law Examination
  2007-07-16

Other Names

• Zvi Feldman
• Zvika Feldman